What are the responsibilities and job description for the Small Business Administration Coordinator position at Stifel?
Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let’s talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Small Business Administration (SBA) Coordinator is responsible for the arrangement of settlement and sale of SBA loans. This position will assist in the process of small business loan purchases and sales requests through proper documentation while balancing service, quality compliance, and relationship building.
What We're Looking For
- Works closely with Broker Dealer and SBA to facilitate the settlement and pooling of SBA loans to meet deadlines.
- Enters customer data into Core Systems and reviews for accuracy.
- Communicates with the SBA Servicing Department to help ensure proper time management of the filing process.
- Works closely with the SBA Servicing Department in coordinating settlement closing and pool sales.
- Provides customer service to internal and external customers.
- Understands and complies with industry regulations.
- Ensures that entries comply with all applicable regulations.
- Maintains customer confidence by keeping client information confidential.
What You'll Bring
- Some knowledge of the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
- Verbal and written communication skills that reach a wide range of audiences.
- Organizational skills and detail-oriented with a high degree of accuracy.
- Team-oriented, possesses a positive attitude, and works well with others.
- Willing to provide a high level of customer service.
Education & Experience
- Minimum Required: High School Diploma or equivalent.
- Minimum Required: 0-2 years of related experience.
Licenses & Credentials
- Minimum Required: None.
Systems & Technology
- Proficient in Microsoft Excel, Word, and Outlook.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let’s talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.